Document Categories
Updated
Document Categories for Document Organization
Documents are be categorized into several high-level categories. This article provides information on the purpose of each major category.
Archive Document | Documents that have been moved out of the main document categories and into an archive. |
Form Document | Documents that have been uploaded through a custom form. |
Import Document | Documents that are imported through SmartClip or some other process and not otherwise categorized. |
Order Document | Documents that are related to a quote, sale, or invoice. |
Public Document | Documents that are intended to be shared publicly. |
Template Document | Documents that are used for creating custom output documents from a template. |